Overview

To authenticate Xero, you will need to provide the following information:

This guide will walk you through finding or creating those credentials within Xero.

Prerequisites

Please ensure you fulfill all the requirements to set up the integration:

Make sure you are not already connected via Merge. Xero only allows one active connection per tenant.
If you have already connected an account, please go into your Xero account and disconnect it.

In the linking window, click Continue and then Next Step to open the Xero connection window
Select which organization you want to connect to and click Continue
The window should close and you should be directed back to the linking window with a success screen showing authorization to your Xero account.